Associate / Senior Associate - Client Services Representative at Interactive Brokers

Hong Kong, Hong Kong SAR, Hong Kong SAR

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BrokerageIndustries

Requirements

Undergraduate degree
At least 1-2 years prior experience at a large financial institution (new graduates who demonstrate a strong grasp of the core competencies will also be considered)
Licensed with SFC 1, 2 and 3 or be able to obtain by attending to licensing paper exams within the probation period
Strong familiarity in one or more asset classes – Stocks, ETFs, Options, FX, Funds, Futures, Fixed Income
Be able to think critically and reason about complex systems and processes
Maintain composure and professionalism in fast-paced and stressful situations
Excellent command of written and spoken English (Mandarin is a strong plus)
Fluency in productivity applications (e.g. Excel, JIRA/Confluence) is a plus

Responsibilities

Resolve technical, account, and trade-related enquiries via telephone, ticket, and live chat
Take ownership of and escalate/report issues to the relevant stakeholders across various departments and regions
Assist clients in understanding the entire trading lifecycle including but not limited to funding, position transfers, corporate actions, margin calculation, and statement reconciliation
Ad hoc assignments and projects – e.g. client outreach, platform training, general market research

Skills

Key technologies and capabilities for this role

Client ServicesTelephone SupportLive ChatTicketing SystemsIssue ResolutionIssue EscalationTrading LifecycleFundingPosition TransfersCorporate ActionsMargin CalculationStatement Reconciliation

Questions & Answers

Common questions about this position

What compensation and benefits are offered for this role?

The position offers a competitive salary, annual performance-based bonus, and stock grant, along with excellent health and welfare benefits including medical, dental, specialist, and in-patient coverage.

Is this role remote or does it require office work?

This information is not specified in the job description.

What skills and qualifications are required for this position?

Candidates need strong familiarity in one or more asset classes like stocks, ETFs, options, FX, funds, futures, or fixed income; critical thinking about complex systems; composure in fast-paced situations; excellent English (Mandarin a plus); an undergraduate degree; and 1-2 years experience at a financial institution or strong core competencies for new grads. SFC licenses 1, 2, and 3 are required or must be obtained within probation, with fluency in tools like Excel and JIRA as a plus.

What is the company culture like at Interactive Brokers?

Interactive Brokers features a dynamic, multi-national team focused on financial innovation, cutting-edge technology, client commitment, and building deep, long-term relationships in a fast-growing APAC Institutional Services group.

What makes a strong candidate for this Client Services Representative role?

Strong candidates demonstrate core competencies like asset class familiarity, critical thinking, composure under pressure, and excellent English, plus 1-2 years financial experience or equivalent for new grads, with SFC licensing ability and productivity tool fluency as bonuses.

Interactive Brokers

Online trading platform with low commissions

About Interactive Brokers

Interactive Brokers offers an online trading platform that provides access to a wide range of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform is known for its low commissions and best execution practices, ensuring clients get the best prices for their trades. Unique features like fractional shares and the IMPACT app allow users to invest in high-value stocks affordably and align their investments with personal values. The goal of Interactive Brokers is to deliver a comprehensive and cost-effective trading experience for individual traders, investors, and financial advisors globally.

Greenwich, ConnecticutHeadquarters

1977Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Competitive Pay with discretionary bonus packages which include company stock grants

Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage

Daily Lunch Allowance

401K Retirement Savings Plan (generous company match)

Wellness Incentives

Flexible Spending Accounts

Paid Personal Time and Sick Leave

Risks

Increased regulatory scrutiny may lead to stringent compliance requirements and potential fines.

AI tools may expose the company to data privacy and algorithmic trading risks.

Rapid growth in DARTs could strain infrastructure, risking service disruptions.

Differentiation

Interactive Brokers offers low commissions and financing rates, making trading affordable.

The platform provides direct market access to over 135 markets in 33 countries.

Innovative features like fractional shares and the IMPACT app attract diverse investors.

Upsides

AI tools in the Advisor Portal enhance decision-making for financial advisors.

IBKR Desktop 0.12 offers advanced features for options traders, boosting user engagement.

74% growth in DARTs and $576 billion in client equity indicate strong financial health.

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